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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

This section will take you through the steps of integrating your Maximizer CRM with QuoteWerks.


Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the Maximizer option:


For more information on Maximizer integration, please see:

DataLink Setup

Pulling Maximizer Contact Information into QuoteWerks

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing